Fivetran

This page will guide you through the setup of Fivetran in K using the direct connect method

Integration details

Step 1) Create an API Key

• Log into your Fivetran account and go to Settings. Go to the API Config section to find the API Key and Secret
  
  

  Open

  

• Copy the API Key and Secret for the next step

Step 2) Add Fivetran as a New Source

• Select Platform Settings in the side bar

• In the pop-out side panel, under Integrations click on Sources

• Click Add Source and select Fivetran

Open

• Select Direct Connect and add your Fivetran details and click Next

• Fill in the Source Settings and click Save & Next

  • Name: Give the Fivetran source a name in K

  • Host: Can be any unique value. For example add fivetran.com/[fivetran account name]

  • Update the Host / Database mapping - see Host / Database Mapping. This step can be completed after the initial load via the guided workflow.

• Add your Key (client ID) and Secret (client Secret) copied from Step 1 and click Save

• Test your connection and click Save

• Click Finish Setup

Step 3) Schedule Fivetran source load

• Select Platform Settings in the side bar

• In the pop-out side panel, under Integrations click on Sources

• Locate your new Fivetran source and click on the Schedule Settings (clock) icon to set the schedule

Step 4) Manually run an ad hoc load to test Fivetran setup

• Next to your new Source, click on the Run manual load icon

• Confirm how your want the source to be loaded

• After the source load is triggered, a pop up bar will appear taking you to the Monitor tab in the Batch Manager page. This is the usual page you visit to view the progress of source loads